Transitions Support Services Specialist

hace 1 semana

San Francisco, Heredia, Costa Rica MOURI Tech A tiempo completo $30.000 - $50.000 al año

Company Description

MOURI Tech, established in 2005, is a global enterprise IT services provider known for offering innovative solutions that drive client success. Our comprehensive portfolio includes digital transformation, intelligent ERP, cloud security, and automation, serving a wide range of industries, including Fortune 500 companies. We specialize in enabling enterprises with advanced AI solutions to ensure they are future-ready, fostering innovation and promoting business growth.

Role Description

The Transition Support Services Specialist ensures a seamless transition for new clients from the sales process to onboarding. This role acts as a liaison between sales, operations, and clients, providing accurate data entry, quality assurance, and exceptional customer support.

Essential Duties and Responsibilities:

Client Transition & Setup

  • Review client-submitted documentation for completeness and accuracy.
  • Enter client data into TriNet systems to initiate onboarding.
  • Schedule and facilitate client welcome calls.

Quality Assurance

  • Validate pricing and ensure accurate data transfer between platforms.
  • Research and resolve client inquiries by collaborating with internal teams.

Cross-Functional Coordination

  • Serve as the primary point of contact during the transition phase.
  • Communicate effectively with sales, onboarding, and operations teams

Process Improvement

  • Identify opportunities to streamline workflows and enhance client experience.
  • Participate in special projects as assigned.

Qualifications

  • Excellent verbal and written communication skills
  • Strong Organizational and time management skills
  • Ability to communicate with employees at all levels of the organization
  • Excellent interpersonal skills
  • A demonstrated commitment to high professional ethical standards and a diverse workplace
  • Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
  • Proficient in Microsoft Office Suite and CRM tools (Salesforce Preferred)
  • Ability to write reports, business correspondence, and procedure manuals.

Please Note: We reserve the right to change or modify job duties and assignments at any time.

The above job description is not all encompassing. Position functions and qualifications may vary

depending on business necessity.

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